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"Record a Date" Automation to a Cell in a Hidden Column
I have lots of sheets for a reviewing process - each item to review has a new sheet from a template. Each sheet has about 30 rows and a summary sheet. I have an automation that does the following: When "status" cell changes, request an approval. (This is calculated in a summary sheet and written to a cell.) Approval comes…
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Hi! Is there a way to customize the email message on a combined (7+emails) automation email?
Currently, the email message when the seven email notifications are combined into one email reads - 'Please update my online sheet.'. I would like to include two field values to this message in order to better inform the receiver on the request. Is this possible to do? Please let me know if I need to elaborate further and…
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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
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How do I embed an image in an automated notification
Hi all. Any guidance is much appreciated. We send an automated Request an approval notification once a row is added to our sheet. Our customers are not Smartsheet licensed users or connected users, and we do not want them interacting with our sheet. We would like to include an image, the same image for each request, in the…
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copying rows to RAID log
Howdy, partners - I'm trying to use the copy row automation to copy tasks into a RAID log when a user identifies a risk or issue in our Project Plan. Our plan has a few sets of parent rows, and I'm finding the copy automation is not bringing just the direct parent, but the entire sheet into the RAID log. This is obviously…
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Is there a way to use Automation to update a Duration column?
I have a helper column currently that checks to see if a task is required or not, and I want to set my duration to 0d if it is not required. Right now, I am doing this manually as I can't see a way to get automation to update a Duration column using the "Change a Cell Value" option. Is there a way to do this via Automation?
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Automation workflows that were working are no longer emailing gmail and msn addresses
Our existing workflows that trigger automated email alerts have started failing. It started in the last day and only affects gmail and msn addresses from a contact column. The failure message is, "Due to a recent automation permission or sharing change, the following people aren't receiving alerts from your workflow".…
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Can i move child rows to another sheet and copy the parent row across too?
At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this that adds 3 new rows under each parent row once a new quarter begins.
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percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
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Automation Help: Regarding Proofs
I want to record a date, when certain people approve a proof. When I set up a proof I am inviting several people, however, I need to record a date when a specific person (technically it could be 1 of 3 people) actually approves the proof. I have the {Proof Approved By} column (and as everyone approves their names appear in…